The Power of AI Meeting Note-Takers: A Real-Life Designer Story
Welcome to another episode of Elevated, where we explore the practical use of AI for Meeting Notes in Kitchen & Bath design businesses. Today, we have a special episode that delves into a real-life case study of how AI is revolutionizing the way a designer works and interacts with his clients.
Personally, I find it incredibly helpful to hear stories of how others are using newer tools or technologies, as it really sparks my imagination and helps me envision how I might implement them in my own projects. That’s why, in addition to providing you with information and how-to guides, I’m excited to share with you these real-life stories of business owners and designers who are actively harnessing the power of AI in their work.
One of my clients recently expressed a common challenge faced in the industry: finding the right balance between being the creative lead in a meeting, actively listening and uncovering the client’s needs, and simultaneously taking notes to ensure everyone is on the same page. As you probably know first-hand, to do both of these tasks well requires full attention and skill.
So, what if we could alleviate the burden of note-taking and allow designers to be fully present and focused on their clients’ needs? This is where AI comes into play.
Before AI became prevalent, it was possible to record meetings during Zoom calls or in-person with a mobile device. However, the issue remained that someone would still need to go through the recording and extract the relevant information. Now, with the help of AI, not only can we record and transcribe meetings, but we can also generate comprehensive summaries in a matter of minutes. This is the true power of AI for meeting notes.
How AI Note-Takers Work
There are numerous AI-powered meeting note-takers available, each with its own set of unique features and integrations. For my client, the two top options were:
- Fathom – Fathom is an online meeting AI note-taker that can be easily installed on your computer and connected to your meeting service, such as Zoom, Teams, or Google Meet. With just a click of a button, Fathom can record and take notes during your meeting. It also provides extra controls to mark action items, highlights, or even custom types of highlights, like client decisions. Once the meeting is over, you’ll have instant access to the recording, transcript, and summary. Plus, you can even sync meeting summaries and tasks to CRMs like Hubspot or copy tasks into your task manager.
- Fireflies – Fireflies is another excellent AI meeting note-taker that shares many similarities with Fathom. However, the primary difference is that Fireflies isn’t limited to just online meetings. The app on your phone can be used to record in-person meetings, or if you’re already recording phone calls, those can be uploaded for transcription, summary, and integration.
Benefits of Using AI for Meeting Notes in Client Interactions
By incorporating an AI meeting note-taker into his work, my client has been able to be fully present and utilize his skills and expertise during client meetings. This has resulted in fewer meetings, and better information retention out of the meetings. Moreover, the overall client experience has improved significantly, as instant meeting summaries can be provided, and discussions don’t need to be rehashed. Everyone is able to move through the project with clarity and confidence.
If you’re interested in checking out these services, be sure to visit the show notes or head over to fieryfx.com/resources for direct links.
Tune in to the next episode when I discuss how AI is deskilling many creative tasks, and why that is a good thing.